SWA
Sutton Wealth Advisors’s OraSure Technologies OSUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,503
| Closed | -$12.1K | – | 1337 |
|
|
2022
Q4 | $12.1K | Hold |
2,503
| – | – | ﹤0.01% | 875 |
|
|
2022
Q3 | $9.49K | Buy |
2,503
+2,431
| +3,376% | +$9.21K | ﹤0.01% | 907 |
|
|
2022
Q2 | $195 | Sell |
72
-1,016
| -93% | -$2.75K | ﹤0.01% | 1576 |
|
|
2022
Q1 | $7.38K | Sell |
1,088
-19
| -2% | -$129 | ﹤0.01% | 1019 |
|
|
2021
Q4 | $9.62K | Buy |
1,107
+19
| +2% | +$165 | ﹤0.01% | 945 |
|
|
2021
Q3 | $12.3K | Hold |
1,088
| – | – | ﹤0.01% | 841 |
|
|
2021
Q2 | $11K | Hold |
1,088
| – | – | ﹤0.01% | 886 |
|
|
2021
Q1 | $12.7K | Hold |
1,088
| – | – | 0.01% | 806 |
|
|
2020
Q4 | $11.5K | Hold |
1,088
| – | – | ﹤0.01% | 771 |
|
|
2020
Q3 | $13.2K | Hold |
1,088
| – | – | 0.01% | 660 |
|
|
2020
Q2 | $12.7K | Hold |
1,088
| – | – | 0.01% | 647 |
|
|
2020
Q1 | $11.7K | Sell |
1,088
-884
| -45% | -$9.51K | 0.01% | 614 |
|
|
2019
Q4 | $15.8K | Buy |
+1,972
| New | +$15.8K | 0.01% | 692 |
|
|
2019
Q3 | – | Sell |
-1,420
| Closed | -$13.2K | – | 1204 |
|
|
2019
Q2 | $13.2K | Buy |
1,420
+632
| +80% | +$5.87K | 0.01% | 704 |
|
|
2019
Q1 | $8.79K | Sell |
788
-227
| -22% | -$2.53K | 0.01% | 817 |
|
|
2018
Q4 | $11.9K | Buy |
+1,015
| New | +$11.9K | 0.01% | 696 |
|
|
2018
Q3 | – | Sell |
-931
| Closed | -$15.3K | – | 1155 |
|
|
2018
Q2 | $15.3K | Buy |
+931
| New | +$15.3K | 0.01% | 699 |
|
|
2017
Q4 | – | Sell |
-702
| Closed | -$15.8K | – | 1107 |
|
|
2017
Q3 | $15.8K | Buy |
+702
| New | +$15.8K | 0.01% | 618 |
|